Joseph Daniel Wilson
Investment adviser representative at Harbour Investments, Inc.
19 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Harbour Investments, Inc.Feb 2024 to now
- Preferred Wealth Management LLCFeb 2024 to now
- Gradient Securities dba Gradient Wealth ManagementApr 2022 to Feb 2024
- Kellogg Sales CompanyDec 2007 to Jun 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MI).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7531757
- Firm CRD
- 19258